Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w First Trust Intermediate Duration Investment Grade Corporate ETF, to m.in Nelson, Van Denburg & Campbell Wealth Management Group, LLC, Everest Financial Group LLC, Oppenheimer & Co Inc, Novem Group, We Are One Seven, LLC, Arkadios Wealth Advisors, Triad Wealth Partners, LLC, Barrett & Company, Inc., SILVER OAK SECURITIES, Inc, Triumph Capital Management, Ashton Thomas Private Wealth, LLC, Roxbury Financial LLC, My Portfolio Guide, LLC, Guardian Wealth Advisors, Llc / Nc, Fifth Third Bancorp, Whittier Trust Co Of Nevada Inc, Mpwm Advisory Solutions, Llc, Northwestern Mutual Wealth Management Co, Key Capital Management, INC, i Strive Financial Group ,LLC .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-05 | 13F | HighTower Advisors, LLC | 389 839 | 15,63 | 8 089 | 13,18 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 51 997 | 0,18 | 1 079 | -2,00 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 72 893 | 1,99 | 1 513 | -0,20 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 3 761 | 78 | ||||||
| 2026-04-10 | 13F | TCP Asset Management, LLC | 1 397 278 | 46,58 | 28 994 | 43,47 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 1 575 | 1,16 | 33 | 0,00 | ||||
| 2026-04-10 | 13F | Novem Group | 22 688 | 471 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 131 685 | 7,82 | 2 732 | 5,52 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 287 | 6 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 52 350 | 115,66 | 1 086 | 110,87 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 71 537 | 12,65 | 1 484 | 10,25 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 20 984 | 435 | ||||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 600 | 12 | ||||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 880 325 | 18,51 | 18 267 | 16,00 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 1 500 | 31 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 45 564 | 11,68 | 945 | 9,38 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 2 546 486 | 2,58 | 52 840 | 0,40 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 20 581 | 5,65 | 427 | 3,64 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 78 611 | 2,38 | 1 667 | 2,40 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 132 762 | 7,56 | 2 755 | 5,28 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 16 389 | 40,57 | 340 | 37,65 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 489 871 | 31,87 | 10 165 | 29,07 | ||||
| 2026-04-22 | 13F | Omnitrust Wealth Management, Inc | 15 228 | 5,86 | 316 | 3,62 | ||||
| 2026-04-10 | 13F | Winebrenner Capital Management Llc | 36 307 | 0,60 | 753 | -1,57 | ||||
| 2026-05-05 | 13F | BlueChip Wealth Advisors LLC | 21 289 | 19,95 | 442 | 17,29 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 4 200 | 87 | ||||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 18 855 | 1,11 | 391 | -1,01 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 571 903 | 6,50 | 11 867 | 4,23 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 1 080 | 2,37 | 22 | 0,00 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 25 191 | 7,51 | 523 | 5,24 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 31 788 | 5,81 | 660 | 3,62 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 45 890 | 952 | ||||||
| 2026-05-06 | 13F | My Portfolio Guide, LLC | 1 716 | 36 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 238 285 | 13,69 | 4 944 | 11,28 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 180 401 | 3 743 | ||||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 45 000 | 934 | ||||||
| 2026-04-21 | 13F | Sequent Planning LLC | 175 186 | 0,74 | 3 635 | -1,38 | ||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 65 437 | 88,16 | 1 358 | 84,12 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 2 868 | 60 | ||||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 30 566 | 18,22 | 634 | 15,69 | ||||
| 2026-04-17 | 13F | BAM Wealth Management, LLC | 30 453 | 50,20 | 632 | 47,09 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 2 036 | 24,98 | 42 | 23,53 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 132 222 | 139,66 | 2 744 | 135,05 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 210 854 | 14,77 | 4 | 33,33 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 761 660 | 80,43 | 15 804 | 76,60 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 4 852 167 | 10,01 | 100 682 | 7,68 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 670 866 | 114,92 | 14 222 | 114,64 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 237 188 | 4,64 | 4 922 | 2,41 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 366 373 | 14,91 | 7 603 | 12,47 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 2 | 0 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 411 271 | 4,73 | 8 531 | 2,49 | ||||
| 2026-04-15 | 13F | Iams Wealth Management, Llc | 67 527 | 13,66 | 1 401 | 11,28 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 782 | 16 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1 693 016 | 13,37 | 35 130 | 10,97 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 8 861 | 3,82 | 188 | 3,31 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 294 545 | 139,61 | 1 777 | -31,81 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 167 614 | 126,53 | 3 478 | 121,81 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 51 214 | 8,79 | 1 063 | 6,52 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 13 506 | 1,17 | 280 | -1,06 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 26 815 | 12,46 | 556 | 10,10 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 79 241 | 5,27 | 1 644 | 3,07 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 15 766 | 12,69 | 327 | 10,47 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1 729 781 | 1,46 | 35 893 | -0,70 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 462 533 | 34,21 | 9 598 | 31,36 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 25 660 | 4,07 | 532 | 1,92 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 537 691 | 12,23 | 11 | 10,00 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 130 652 | 567,58 | 2 711 | 554,83 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 147 927 | 2,73 | 3 069 | 0,56 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 150 | 240,91 | 3 | |||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 17 888 | 11,45 | 371 | 9,12 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 43 250 | 45,32 | 897 | 42,38 | ||||
| 2026-04-06 | 13F | Private Client Services, Llc | 13 848 | 0,93 | 287 | -1,03 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 15 627 | 6,22 | 324 | 4,18 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 883 | 18 | ||||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 77 600 | 59,22 | 2 | 0,00 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 13 760 | 18,71 | 286 | 16,33 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 2 097 756 | 362,83 | 44 472 | 494 033,33 | ||||
| 2026-04-23 | 13F | Manchester Financial Inc | 1 068 062 | 11,55 | 22 162 | 9,18 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 26 215 | 544 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 116 652 | 846,77 | 2 421 | 827,20 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 14 862 | 308 | ||||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 205 029 | 10,70 | 4 254 | 8,35 | ||||
| 2026-05-14 | 13F | Pinnacle Family Advisors, LLC | 30 532 | 4,75 | 634 | 2,59 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 34 104 | 16,60 | 708 | 14,03 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 1 594 | 13,53 | 33 | 13,79 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 14 332 | 297 | ||||||
| 2026-04-17 | 13F | Roxbury Financial LLC | 3 008 | 62 | ||||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 13 221 | 274 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 17 041 | 354 | ||||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 38 | 1 | ||||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 26 782 | 79,06 | 570 | 80,63 | ||||
| 2026-05-04 | 13F | Milestones Private Investment Advisors LLC | 11 568 | 0,55 | 240 | -1,23 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 18 027 | 374 | ||||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 5 085 | 15,86 | 106 | 12,90 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 223 | 5 | ||||||
| 2026-05-13 | 13F | Mach-1 Financial Group, Inc. | 360 331 | 14,65 | 7 477 | 12,22 | ||||
| 2026-05-14 | 13F | Betterment LLC | 16 067 | 19,37 | 0 | |||||
| 2026-05-05 | 13F | Atria Investments Llc | 58 928 | 11,54 | 1 223 | 9,11 |
